Remaro Wilson
Linstead,St. Catherine
Summary
Experienced finance professional with over 6 years in the financial industry, demonstrating strong technical skills in financial analysis, operations, and management. Proven expertise in data analysis, reporting, and strategic planning, complemented by exceptional organizational and communication abilities. A versatile team player who excels in fast-paced environments, consistently delivering impactful results through adaptability and a proactive, solution-oriented approach.
Overview
7
7
years of professional experience
Work History
Operations Officer
GK Capital Management Limited
02.2022 - Current
- Review and provide recommendations to policies and procedure for the investment banking and operations unit
- Prepare and share trade confirmations for B.O.J CDs, Repurchase Agreements, bond payment and analysis to issuers and investment advisors
- Facilitate training exercise for new recruits, interns and junior staff in the operations and compliance (client- on boarding) areas
- Immobilize bonds and other securities with the JSE through the Depend system
- Input loan payment and invoices through the Oracle system
- Initiate transfer and request managers cheques in the banking system
- Perfect securities documentation for bonds, notes and IB structured loans
- Process disbursement of loans
- Review and authorize security documents dispatched to government agencies (TAJ, NLA, CoJ) for stamping and notations
- Conduct audits on securities that were scanned and indexed by junior staff to ensure compliance in accordance with procedures
- Manage the security diary records to ensure securities for loans are insured
- Prepare and disseminate reports per reporting schedule
- Conduct monthly reconciliation of bank account and accounting ledgers in stipulated time
- Manage the loan portfolio delinquency process.
Relief Wealth Officer
GK Capital Management Limited
11.2023 - 06.2024
- Responsible for delivering personalized financial strategies to high-net-worth clients with portfolio valuing US 200,000.00 and above
- Utilizing expertise in investment management, estate planning, and risk mitigation to optimize portfolios
- Focused on fostering lasting client relationships through proactive communication and exceptional service, ensuring alignment with financial goals and long-term prosperity.
Client Care Officer
Sagicor Bank Jamaica Limited
09.2018 - 01.2022
- Executed transfers and prepared cheques in core banking system
- Created and amended standing Instructions in the core banking system
- Generated branch performance weekly reports
- Supervised C.S.Rs to ensure clients are assisted within the service level agreement timeframe
- Provided superior service through greeting, and directing walk-ins clients to the appropriate branch personnel and also provided information and documents about products and services to customers
- Coordinated special projects initiated by the Bank
- Ordered and issued cheque leaves to clients (business and personal)
- Printed statements for credit cards and bank accounts
- Vetting documents to ensure they are K.Y.C, P.O.C.A and Compliant
- Audited tellers cash at the end of the day
- Execute the clearing and issuing deposit box transactions
- Evaluated and review credit card applications and limit increases before submitting them to the appropriate internal department
- Recommend strategies to improve service delivery
- Facilitated training of contact center associates in banking operations where applicable.
Training Coordinator
My People HR Advisory
03.2019 - 05.2021
- Mapping out training plans and schedules, designing and developing training programs for corporate entities
- Provide Technical support to ensure training are productive and seamless
- Facilitate training where appropriate through various methods on a case by case (virtual, in person)
- Prepare minutes and reports for disciplinary hearings.
Contact Centre Associate
Sagicor Group Jamaica
06.2017 - 09.2018
- Provided required information to client in the different business lines (Health, Life, Bank, Investments)
- Escalate queries that require assessment by other departments
- Promptly respond to inquiries from team members and clients via telephone and email
- Liaise with team members from different business lines within the group to provide support and advice to clients
- Provided clients with information about Sagicor's array of products and services
- Call clients to ensure they are in receipt of login credentials to access their online banking profile
- Support clients trying to access online banking for the first time.
Education
Bsc. Banking and Finance -
University of The West Indies, Mona
Kingston, Jamaica12.2025
Certificate in Corporate Finance -
University of The Commonwealth Caribbean (UCC)
Kingston, Jamaica06.2020
Certificate in Financial Securities Management -
University of The Commonwealth Caribbean (UCC)
Kingston, Jamaica12.2018
Skills
- Office Management
- Time Management
- Problem Solving
- Analytical Thinking
- Event Planning
- Auditing
- Microsoft Suite
- Computer & System
- Minutes & Report Writing
- Training
- Records Management
- Leadership
- Interpersonal
- Communication
- Active Listening
- Customer Service
Hobbies and Interests
- Hiking
- Reading
- Cooking
References
References available upon request
Timeline
Relief Wealth Officer
GK Capital Management Limited
11.2023 - 06.2024
Operations Officer
GK Capital Management Limited
02.2022 - Current
Training Coordinator
My People HR Advisory
03.2019 - 05.2021
Client Care Officer
Sagicor Bank Jamaica Limited
09.2018 - 01.2022
Contact Centre Associate
Sagicor Group Jamaica
06.2017 - 09.2018
Bsc. Banking and Finance -
University of The West Indies, Mona
Certificate in Corporate Finance -
University of The Commonwealth Caribbean (UCC)
Certificate in Financial Securities Management -
University of The Commonwealth Caribbean (UCC)
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